UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$599M
2
+$395M
3
+$394M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$344M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$336M

Top Sells

1
+$559M
2
+$442M
3
+$402M
4
BABA icon
Alibaba
BABA
+$329M
5
CZR
Caesars Entertainment Corporation
CZR
+$226M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$140M 0.05%
744,513
-56,154
252
$140M 0.05%
4,079,253
-1,156,242
253
$138M 0.05%
608,994
+77,987
254
$138M 0.05%
8,768,538
-1,755,449
255
$138M 0.05%
513,406
+151,298
256
$137M 0.05%
2,743,600
-79,413
257
$137M 0.05%
1,353,813
-2,640
258
$137M 0.05%
2,524,845
+391,781
259
$135M 0.05%
1,789,904
-163,349
260
$133M 0.05%
2,398,492
-3,199,199
261
$133M 0.05%
636,146
+137,478
262
$132M 0.05%
10,720,277
-49,785
263
$131M 0.05%
3,817,982
+2,203,176
264
$131M 0.05%
1,182,769
+43,519
265
$131M 0.05%
1,143,485
+235,906
266
$129M 0.05%
4,987,041
+31,038
267
$129M 0.05%
1,481,230
+673,546
268
$129M 0.05%
2,802,210
+67,625
269
$129M 0.05%
2,031,275
+45,219
270
$127M 0.05%
2,482,232
+319,077
271
$126M 0.05%
2,404,367
+369,421
272
$125M 0.05%
804,151
-23,423
273
$124M 0.05%
5,335,589
+474,425
274
$124M 0.05%
1,356,138
-198,375
275
$123M 0.05%
6,247,363
-383,735
9 10
11
12 13